Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GLASSMAN WEALTH SERVICES LLC7 years Service code 26 · EIN 27-0896966 | Advisory (Participants) | $28,791 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $640,224 | $95,417+571.0% | $135,974+370.8% | $74,460+759.8% |
| Participation rate | 45.1% | 78.2%-33.1pp | 81.9%-36.8pp | 70.7%-25.6pp |
| Annual return | 16.87% | 32.76%-15.9pp | 68.30%-51.4pp | 34.38%-17.5pp |
| Employer contribution / active EE | $9,700 | $3,878+150.1% | $4,859+99.6% | $2,638+267.7% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $129 | $266-51.7% | $10,767-98.8% | $348-63.0% |